PIMCO RealPath Blend 2045 Fund (PVQNX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PVQNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PVQNX
PVQNX charges 0.06% annually. There are 55 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PVQNX vs FCQTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PVQNX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PVQNX vs PMTIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PVQNX vs PLTZX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PVQNX vs PPLIX |
Best Risk-Adjusted Alternatives to PVQNX
PVQNX has a PortfoliosLab risk / return rank of 69. There are 180 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PVQNX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PVQNX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PVQNX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PVQNX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PVQNX vs URTRX |
Top Performing PVQNX Alternatives (YTD)
PVQNX is at 9.61% YTD. There are 245 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PVQNX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PVQNX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PVQNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PVQNX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PVQNX vs FDFPX |
Lowest Volatility Alternatives to PVQNX
PVQNX has 11.40% 1-year volatility. There are 357 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PVQNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PVQNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PVQNX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PVQNX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PVQNX vs DRIQX |
Lowest Drawdown Alternatives to PVQNX
PVQNX has a 1-year max drawdown of -8.24%. There are 355 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PVQNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PVQNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PVQNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PVQNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PVQNX vs PRMYX |
Other Mutual Funds from PIMCO
The 10 most viewed PIMCO mutual funds shown here include PIMIX, PTY, PONAX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| PIMCO Income Fund Institutional Class | Multisector Bonds | 52 | 0.23% | — | Mar 2007 | PVQNX vs PIMIX | |
| PIMCO Corporate & Income Opportunity Fund | Corporate Bonds | 1 | -2.91% | — | Dec 2002 | PVQNX vs PTY | |
| PIMCO Income Fund Class A | Multisector Bonds | 45 | 0.03% | — | Apr 2007 | PVQNX vs PONAX | |
| PIMCO Total Return Fund Institutional Class | Intermediate Core-Plus Bond | 30 | -0.45% | — | May 1987 | PVQNX vs PTTRX | |
| PIMCO Corporate & Income Strategy Fund | Multisector Bonds | 9 | -2.68% | — | Dec 2001 | PVQNX vs PCN | |
| PIMCO Income Fund Class I-2 | Multisector Bonds | 50 | 0.18% | — | Apr 2008 | PVQNX vs PONPX | |
| PIMCO StocksPLUS Long Duration Fund Class I | Diversified Portfolio | 28 | 4.37% | — | Aug 2007 | PVQNX vs PSLDX | |
| PIMCO Income Strategy Fund II | Multisector Bonds | 15 | 1.29% | — | Oct 2004 | PVQNX vs PFN | |
| PIMCO International Bond Fund (U.S. Dollar-Hedged) | Global Bonds | 12 | -0.58% | — | Dec 1992 | PVQNX vs PFORX | |
| PIMCO StocksPLUS International Fund (U.S. Dollar-H... | Foreign Large Cap Equities | 49 | 12.84% | — | Oct 2003 | PVQNX vs PISIX |
Often Compared With PVQNX
Investors most often compare PVQNX with SWPPX, PDEJX, FNSHX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PVQNX with Any Fund or Stock
Compare PVQNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PVQNX with funds that move differently
PIMCO RealPath Blend 2045 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PVQNX.
Explore PVQNX Diversifiers